Monthly Marketing Report Your Name Today’s Date
Agenda Month highlights Performance measures New trends and developments Threats and opportunities Adjustments for next period
[Month] Highlights Total Marketing reach grew X% Overall website visits up X% Generated X new leads, up X% Marketing brought in X customers, up X%
Top Marketing Campaigns Campaign A: X Leads Campaign B: X Leads Campaign C: X Leads
Performance Measures Now show your stakeholders the overall performance occurring in various parts of your marketing strategy. Use graphs to display performance This will help provide: – Historical context into your growth and fall patterns – Help you pinpoint which campaigns are hurting or helping you – Monitor trends that can be used in future strategy meetings
Website Visits
Visit to Lead Performance
Lead to Customer Performance
New Trends & Developments Highlight new developments within the market that have been identified through market research and data analysis Provide quantitative and qualitative evidence to support your claims Use graphs and charts to show the historical pathways and forecast of the patterns Be sure to highlight relationships between the variables
Threats & Opportunities Based on your analysis of the market trends and developments highlight the: – Threats – These are the challenges within the external market, for example: – Social media – online presence – Closure of competitors businesses – Possibility of new market segments – Opportunities – These are the areas which your business can take advantage of, for example: – Emerging competition – Price wars – Innovative products
Adjustments for Next Period Provide a summary of the corrective actions that need to be made to the marketing strategy for the next period Provide rational evidence of the adjustments and what they hope to achieve Describe changes to the marketing mix: – Product – Price – Promotion – Place of distribution
Report Summary Conclude the presentation by summarising the: – Successes and challenges from the past period – Forecasts and actions for the next period Open up the floor for discussion and feedback on the results and corrective actions